LIFETIME WEALTH DESIGN LLC

LIFETIME WEALTH DESIGN LLC of LOUISVILLE, KY is an SEC-registered investment adviser (CRD 165086). Regulatory assets under management: $3.3M.

Registration

• CRD: 165086
• Type: Registered investment adviser
• Location: 201B TOWNEPARK CIRCLE, LOUISVILLE, KY, 40243
• Phone: 502-426-0000
• Latest filing: 2026-06-25
• Regulatory AUM: $3.3M
• Discretionary AUM: $3.3M
• Clients: 1
• Accounts: 13

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165086 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search